AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
SFBS holding history
ServisFirst Bancshares, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SFBS overviewAll 13F holders of SFBSFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,157
- Value
- $360.8K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,157 | $360.8K | <0.1% | +105+2.6% | Added | Holders |
| Q1 2026 | 4,052 | $295.1K | <0.1% | +517+14.6% | Added | Holders |
| Q4 2025 | 3,535 | $253.8K | <0.1% | +862+32.2% | Added | Holders |
| Q3 2025 | 2,673 | $215.3K | <0.1% | +2,673 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −2,374−100.0% | Sold out | Holders |
| Q4 2024 | 2,374 | $201.2K | <0.1% | +2,374 | New | Holders |